SOUTHBRIDGE ADVISORS, LLC

RIASEC RegisteredEst. 2019

Total AUM

$353M

Discretionary

$349M

99% of AUM

Avg account

$577K

Accounts

612

Employees

Advisory reps

Firm details

Headquarters: MARIETTA, Georgia
CRD number: 306075
Registered since: December 12, 2019
Website: www.southbridgeadv.com
Custodians: CHARLES SCHWAB & CO., INC., JOHN HANCOCK DISTRIBUTORS LLC, CUNA BROKERAGE SERVICES, INC., NATIONWIDE SECURITIES, LLC, MUTUAL OF OMAHA INVESTOR SERVICES, INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI53.27%
Pension & Profit Sharing Plans32.11%
Individuals14.25%
Other0.23%
Corporations / Businesses0.09%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Southbridge Advisors, LLC is an independent registered investment adviser that provides financial planning, portfolio management for individuals and small businesses, and the selection and oversight of third‑party advisers. Founded as a limited liability company and SEC‑registered in 2019, the firm operates as a capital allocator for client portfolios and serves both individual/family clients and institutional relationships. Investment activity is centered on pooled public funds—mutual funds and similar vehicles—for core allocations, while the firm also sources third‑party alternative managers for specific real estate exposure. Southbridge uses fee arrangements that include a percentage of assets under management plus options for hourly and fixed fees, and it does not position itself as an active ESG investor.